Guides to handing over a role
Notes on what to capture, who reviews it, and what the next person needs on day one. Written from the handovers we have watched succeed and fail.
A consultant handover checklist for live client projects
A practical consultant handover checklist covering client context, decisions, relationships, risks and the tasks a successor needs to take over.
Read the articleWhy project files alone do not explain client decisions
Help a successor understand why client-project decisions were made, who approved them and what would justify revisiting them during a handover.
Read the articleThe job handover checklist: what to hand over when a role changes hands
A practical guide to handing over a role: the timeline, the four areas to cover, the questions managers forget to ask, and a checklist you can copy. Works for departures, leave cover, and internal moves.
Read the articleHandover document template: a structure you can copy
Copy a practical handover document template with a filled consulting example, clear next actions, ownership, access notes and manager review.
Read the articleAn employee transition plan from notice to takeover
Build an employee transition plan with clear owners, transfer dates, practice sessions and review points from notice to the successor's first week.
Read the articleHandover email templates for colleagues, clients and cover
Use three handover email templates to introduce a new owner, route client questions and arrange temporary cover with clear dates and next steps.
Read the articleA handover meeting agenda for a useful 30-minute review
Use this 30-minute handover meeting agenda to review priorities, watch a successor practise a real task and assign owners to remaining gaps.
Read the articleEmployee offboarding process: coordinate HR, IT and client continuity
Coordinate employee offboarding across HR, IT and delivery, with clear owners for access, client work, assets and the successor’s first week.
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